Max Patel
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Max Patel Email & Phone Number

Finance Student at Morgan Stanley
Location: College Park, Maryland, United States 2 work roles 1 school
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Current company
Role
Finance Student
Location
College Park, Maryland, United States
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Who is Max Patel? Overview

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Max Patel is listed as Finance Student at Morgan Stanley, a with 78669 employees, based in College Park, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Max Patel.

Max Patel previously worked as Fixed Income Operations Analyst at Morgan Stanley and 2021 Virtual Summer Insight Series at Goldman Sachs. Max Patel holds Bachelor'S Degree, Finance, General from University Of Maryland - Robert H. Smith School Of Business.

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Morgan Stanley

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Profile bio

About Max Patel

Driven individual at the University of Maryland majoring in Finance with interests in financial planning and analysis, risk management, M&A, data analysis, and more. Known as a curious, critical thinker with solid communication skills. Highly organized, precise, and a creative problem solver who tends to draw from applicable experiences.

Current workplace

Max Patel's current company

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Morgan Stanley
Morgan Stanley
Finance Student
new york, new york, united states
Employees
78669
AeroLeads page
2 roles

Max Patel work experience

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Fixed Income Operations Analyst

Current

Baltimore, Maryland, United States

As a Fixed Income Analyst in Morgan Stanley's Operations division, I play a critical role in supporting the firm's trading activities by ensuring the smooth processing of fixed income securities. My responsibilities include:Trade Support: Providing operational support for fixed income trading desks, ensuring that trades are accurately captured, booked, and confirmed.Risk Management: Monitoring and managing operational risk associated with fixed income transactions, including… Show more As a Fixed Income Analyst in Morgan Stanley's Operations division, I play a critical role in supporting the firm's trading activities by ensuring the smooth processing of fixed income securities. My responsibilities include:Trade Support: Providing operational support for fixed income trading desks, ensuring that trades are accurately captured, booked, and confirmed.Risk Management: Monitoring and managing operational risk associated with fixed income transactions, including mitigating any potential financial or reputational risks.Client Interaction: Serving as a point of contact for clients, addressing inquiries, and resolving issues related to fixed income products in a timely manner.Process Improvement: Identifying inefficiencies in current processes and implementing solutions to improve Straight-Through Processing (STP) rates, reduce response times, and streamline operations.Cross-functional Collaboration: Working closely with various teams, such as trading, technology, and compliance, to ensure seamless end-to-end processing of fixed income products. Show less

Jun 2024 - Present

2021 Virtual Summer Insight Series

May 2021 - Jul 2021
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Colleagues at Morgan Stanley

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1 education record

Max Patel education

FAQ

Frequently asked questions about Max Patel

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What company does Max Patel work for?

Max Patel works for Morgan Stanley.

What is Max Patel's role at Morgan Stanley?

Max Patel is listed as Finance Student at Morgan Stanley.

Where is Max Patel based?

Max Patel is based in College Park, Maryland, United States while working with Morgan Stanley.

What companies has Max Patel worked for?

Max Patel has worked for Morgan Stanley and Goldman Sachs.

Who are Max Patel's colleagues at Morgan Stanley?

Max Patel's colleagues at Morgan Stanley include Zoe Kirshenberg, Anthony Quao, Zsófia Boros-Turcsányi, Melissa Lari, and Teri Mccullough Cpm.

How can I contact Max Patel?

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What schools did Max Patel attend?

Max Patel holds Bachelor'S Degree, Finance, General from University Of Maryland - Robert H. Smith School Of Business.

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